SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $27,000 | -3.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -17.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $34,000 | -8.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +5.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | -2.8% | 400 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $36,000 | +5.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +9.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | -45.6% | 400 | -60.7% | 0.00% | -50.0% |
| Q2 2020 | $57,000 | +18.8% | 1,017 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $48,000 | -29.4% | 1,057 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $68,000 | +11.5% | 1,057 | +3.9% | 0.01% | 0.0% |
| Q3 2019 | $61,000 | -1.6% | 1,017 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $62,000 | +1.6% | 1,017 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $61,000 | +13.0% | 1,017 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $54,000 | +3.8% | 1,017 | +32.6% | 0.01% | +33.3% |
| Q3 2018 | $52,000 | – | 767 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |